Copperleaf Capital’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Copperleaf Capital’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,331	Closed	-$253K	–	58
2020 Q3	$253K	Buy	2,331 +25	+1%	+$2.69K	0.24%	49
2020 Q2	$235K	Buy	+2,306	New	+$229K	0.24%	45

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Copperleaf Capital's LGLV Position: Q4 2020 in Review

Copperleaf Capital sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2020, closing a stake of 2,331 shares — an estimated $253K sold.

Copperleaf Capital first reported a position in LGLV in Q2 2020 and held it in 2 quarters. The position peaked at $253K in Q3 2020. 118 funds tracked by Wall St. Rank hold LGLV as of Q4 2020.

Copperleaf Capital reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2020 after selling out during the quarter.
Copperleaf Capital sold 2,331 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2020, an estimated $253K.
Copperleaf Capital first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2020 and held it in 2 quarters.
Copperleaf Capital's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $253K in Q3 2020.
118 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2020.

Based on Copperleaf Capital's 13F filing for Q4 2020, filed 4 Feb 2021.